Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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64
Number of overlapping holdings
32.5%
% of OALC's 199 holdings also in JEPI
54.2%
% of JEPI's 139 holdings also in OALC
Overlap by Weight
Sector Drift (OALC minus JEPI)
Overlapping Holdings
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| Company | Weight in OALC |
Weight in JEPI |
Overlap | |
|---|---|---|---|---|
 |
AMAZON.COM INC | 3.8% | 1.6% | 1.6% |
|
MICROSOFT CORP | 7.3% | 1.5% | 1.5% |
|
ALPHABET INC. CLASS A | 2.2% | 1.4% | 1.4% |
|
EXXON MOBIL CORP | 1.4% | 1.4% | 1.4% |
|
VISA INC. CLASS A | 1.4% | 1.3% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
OALC Overweight Relative to JEPI
|
MICROSOFT CORP | 5.7% |
|
NVIDIA CORP | 5.0% |
|
AMAZON.COM INC | 2.2% |
|
ALPHABET INC. CLASS C | 2.1% |
|
JPMORGAN CHASE & CO | 1.7% |
|
BROADCOM INC. | 1.7% |
|
TESLA MOTORS INC | 1.4% |
|
HOME DEPOT INC | 1.2% |
|
BERKSHIRE HATHAWAY INC-CL B | 1.2% |
|
BANK OF AMERICA CORP | 0.9% |
OALC Underweight Relative to JEPI
 |
TRANE TECHNOLOGIES PLC | -1.6% |
|
META PLATFORMS INC | -1.5% |
|
PROGRESSIVE CORP | -1.4% |
|
UNITEDHEALTH GROUP INC | -1.4% |
|
THERMO FISHER SCIENTIFIC INC | -1.3% |
 |
NXP SEMICONDUCTORS NV | -1.3% |
|
TRAVELERS COS INC/THE | -1.3% |
|
VERTEX PHARMACEUTICALS INC | -1.1% |
|
REGENERON PHARMACEUTICALS | -1.1% |
|
SOUTHERN CO | -1.1% |